-19.9%
NOW vs ZS
+9.6%
-29.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | +0.3% | -2.6% | +2.9% | +1.6% |
| 30D | -27.0% | -12.8% | -14.1% | -21.7% |
| 3M | -19.6% | +2.3% | -21.9% | -21.5% |
| 6M | +17.5% | +26.3% | -8.8% | -2.4% |
| YTD | -33.3% | -14.4% | -18.8% | -33.6% |
| 1Y | -39.8% | -37.6% | -2.2% | -31.1% |
| 3Y | -19.9% | +8.0% | -27.9% | -34.8% |
| All | -19.9% | +9.6% | -29.5% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling